Documents & Forms
The Olstein Funds are suitable for investors with a longer-term investment outlook of three to five years. Olstein’s accounting-driven value-oriented approach requires discipline – the discipline to follow your convictions when faced with the negative market psychology that usually surrounds undervalued companies – and patience – as the negative psychology and misperceptions about a company slowly change. Olstein’s investment approach is designed for investors who have the patience to remain invested through market cycles and periods of price volatility.
Distribution Announcement
2020 Distribution Information (final)Summary Prospectuses
Olstein All Cap Value Fund Summary ProspectusOlstein Strategic Opportunities Fund Summary Prospectus
Full Prospectus & SAI
Full ProspectusStatement of Additional Information
Prospectus Supplement 6/4/2021
Fund Fact Sheets
Olstein All Cap Value FundOlstein Strategic Opportunities Fund
Fund Holdings
Olstein All Cap Value Fund - Most Recent Quarter EndOlstein Strategic Opportunities Fund - Most Recent Quarter End
Olstein All Cap Value Fund - March 31, 2021
Olstein Strategic Opportunities Fund - March 31, 2021
Olstein All Cap Value Fund - September 30, 2020
Olstein Strategic Opportunities Fund - September 30, 2020
Recent Fund Reports
Olstein Funds Annual ReportOlstein Funds Semi-Annual Report
Report Archive
2019 Annual Report | 2019 Semi-Annual Report2018 Annual Report | 2018 Semi-Annual Report
2017 Annual Report | 2017 Semi-Annual Report
2016 Annual Report | 2016 Semi-Annual Report
2015 Annual Report | 2015 Semi-Annual Report
2014 Annual Report | 2014 Semi-Annual Report
2013 Annual Report | 2013 Semi-Annual Report
2012 Annual Report | 2012 Semi-Annual Report
2011 Annual Report | 2011 Semi-Annual Report
2010 Annual Report | 2010 Semi-Annual Report
2009 Annual Report | 2009 Semi-Annual Report
2008 Annual Report | 2008 Semi-Annual Report
2007 Annual Report | 2007 Semi-Annual Report
2006 Annual Report | 2006 Semi-Annual Report
Distribution History
Olstein All Cap Value FundOlstein Strategic Opportunity Fund
Special Publications
20th Year Anniversary Publication10th Year Anniversary Publication
Olstein Philosophy
Account Applications & Forms
New Account ApplicationCertification of Beneficial Owners (If necessary)
Coverdell Education Savings Account Application
Important Information About Share Classes and Sales Charges
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Retirement Account Applications & Forms
New IRA Account ApplicationIRA Account Disclosure Statement
IRA Transfer Form
IRA Distribution Form (do NOT use for Required Minimum Distributions)
IRA Required Minimum Distribution (RMD) Form
IRA Beneficiary Change